What
Do you use the Outlook app on your mobile device? If so, did you know that the Dynamics 365 add-in can be used so you can see Mercury when using your mobile? Imagine receiving an email from somebody when you're out of the office with immediate ability to view their record in Mercury. This is possible due to the ability to have the 'Track' and 'Set Regarding' functionality from emails on your phone, via the Dynamics 365 app for Outlook.
Where
You need to first have the Microsoft Outlook app installed on your mobile device. If you don’t already have this installed, go to your App Store and download the app.
How
1. Once the Outlook App is installed on your mobile and you’ve logged in, you’ll see the list of emails in your Inbox. To track an email, first you’ll need to open the email and then select the ellipsis (three dots) on the right side of the screen:
2. In the Add-ins section, tap the Dynamics 365 icon:
3. This will open a window where you can Track your email:
4. You can then track an email that you send, and also add a contact or lead to your Mercury CRM, all from the app! If you are composing an email and want to track it, first you must send it. If you open it after it’s been sent, you can follow the same process described above - ie. select the ellipsis > Dynamics 365 icon > Track.
If you are sending an email to someone that is not a current Contact or Lead in your Mercury CRM, Outlook will tell you that it is an unknown recipient. You can then select the plus sign to add the person as a Contact or Lead in your Mercury CRM:
5. You can now create a new Lead record in Mercury from your phone using the Dynamics 365 App for Outlook:
The Dynamics 365 App for Outlook brings a consistent CRM interface to Outlook whether you’re accessing it via the desktop client, web or mobile. This will allow users to seamlessly switch between devices and not have to adjust to a different interface. The App for Outlook via a mobile device will help boost productivity, especially for users who are on the road and out & about visiting prospects and clients.